5910 results found
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Print a document, sign it and reupload
If a client decides they only wants to sign on paper, so they can re-upload the document in a signing order
2 votesValeryia Baranava responded
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2 votes
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zoom - Ability to change workspaces within Zoom/PandaDoc App
Ability to change workspaces within Zoom/PandaDoc App.
This would be extremely helpful for those that are sharing items from multiple workspaces that require signature.
Ex:
New hire completing documents for HR then IT.
CSM sharing an engagement event deck in CS and then having a client sign a renewal offer in Sales Engagement.2 votes -
2 votes
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Possibility to insert attachments via the document chat
Possibility to insert attachments via the document chat in any doc status
2 votes -
purchase order tracker
It would be nice to have a purchase order tracker - something that we can use to input a purchase order number and amount and then every time we sent a quote it will reduce that amount from the purchase order
2 votes -
An option to generate a doc in HubSpot from a deal, and not from contact or organization
an option to generate a doc in HubSpot from a deal, and not from contact or organization, they want that to restrict creating docs from contact/organization.
2 votes -
Sync Pricing Table with Hubspot Deal Amount
It would be very useful to have synchronized the value of a pricing table (MRR) with the Deal Amount in Hubspot for a better understanding of the weighted forecast / pipeline.
Thanks2 votes -
UI / UX Update Is not Easy to Use
Document Editing has become miserable in the new update. Not easy to find all of the buttons.
How do I reassign signing privileges to another individual without deleting the previous signer off?
Roll back to the old PandaDoc UI / UX because this update is trash.
2 votes -
Mobile app - last activity should be clear time when doc was signed vs viewed
Time update next to a completed document doesn't reference when the actual completed time, but increased the time when there was last activity on document. Should either reference the completed time or have clarity into "last viewed".
2 votes -
Certificate that complies with EU applying Regulation (EU) 910/2014.
Ability to change the certificate so it's from qualified trust service provider according to EU applying Regulation (EU) 910/2014.
2 votes -
Wire Transfer and pass the 4% charges to the Customer
Wire Transfer and pass the 4% charges to the Customer
2 votes -
Add permission option to "View Team Page" without the ability to edit users' roles or licenses
Only the account owner on our team is able to see (i) all of the users in our workspace, (ii) what roles and licenses they have.
Given this, we think it would be great to have a "view-only" option for the team page to see who all is onboarded on our workspace and what their roles / licenses are. This option would not allow us to edit the users in any way.
2 votes -
Gradually unlock next pages for the recipients
Unlock the next page after the user submits all the fields on the previous page
2 votes -
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
When deleting a user from a document, transfer existing variable data to new user data. (ex. name, address, company)
At the moment when deleting a user from a document and adding a new user, the variable data remains the same (old user data remains).2 votes -
Automatically show of Signature box after clicking Next
when you press Next and go to signature, the window to sign won't open (so you need press signature)
2 votes -
Split lines on Zapier
Zapier currently pulls recipient info from pandadoc onto the same line making it impossible to use data from an individual recipient
2 votes -
Password change notification.
Password change notification.
2 votes -
2 votes
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2 votes
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